Andrew
Gallonio

Avantax Advisory Services

CRD#3002056
Investment Advisor
in Cranston, RI

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About this Advisor

Andrew Gallonio is a financial advisor working in Cranston, Rhode Island who has 9 years of relevant experience. Gallonio is an advisor for Avantax Advisory Services. Throughout their career, Gallonio has worked at Av Gallonio & Co, Avantax Investment Services, Inc, Avantax Insurance Agency and Avantax Advisory Services. Gallonio has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Rhode Island. Avantax Advisory Services is a firm based out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It oversees $31 billion in assets under management between its 123,393 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on the services. Fees billed by Avantax Advisory Services likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Cranston, RI

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

RI Average: $3,042,739,679
Total Number of Employees

2,433

RI Average: 49
Total Number of Accounts

123,393

RI Average: 2,315
Average Account Size

$250,972

RI Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Andrew Gallonio Work History

Andrew has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Avantax Advisory Services

2003 - Present (21 years)

Avantax Investment Services, Inc

2003 - Present (21 years)

Avantax Insurance Agency

1977 - Present (47 years)

Av Gallonio & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Gallonio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

James Boyd
Wilmington, DE
Gabriel Sandler
Ann Arbor, MI
Nicholas Randone
Melville, NY
Andrew Smith
Gadsden, AL
Brandon Melton
Irving, TX
Denissia Gordon
Dallas, TX
Shane Ellingson
Irving, TX
Jeanne Helmar
Lansdale, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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